Most firms fail at AI not because of the tools—but because of workflow integrity and risk controls. Get your AI Readiness Scorecard and know exactly what to stabilize before you automate.
Get Your Scorecard →Intake chaos: Documents arrive from email, text, portals—no single source of truth
No definition of "done": File-ready means something different to everyone on the team
Ownership gaps: When something breaks, it's "whoever sees it first"
Hidden rework: Fire drills before every deadline because errors compound silently
The result? Any AI tool you buy will multiply the chaos—not fix it. You need to know what's actually broken before you automate anything.
Who owns what? Where do decisions get stuck? We map your decision rights so you know exactly where accountability breaks down.
Where does rework actually come from? We trace your intake-to-file process and identify the quality gates you're missing.
Is your data AI-ready? We evaluate your tech stack, data consistency, and integration points to see what's stable vs. fragile.
Can your team actually implement changes? We assess training gaps, change capacity, and realistic timelines.
For bankruptcy and legal operations teams ready to automate the right way
I spent 29 years as a Senior Lead Paralegal in federal bankruptcy operations—managing compliance, workflows, and document control for high-volume practices across all four Texas federal districts.
I've seen what happens when firms buy AI tools before their workflows are ready: they automate chaos, multiply rework, and burn trust with their teams.
The AI Readiness Scorecard exists because I believe you deserve to know exactly what's broken before you spend another dollar on technology that won't stick.
Fill out the form below and I'll send your booking link within 24 hours.